EFG vs SCHV
Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF).
5-Year PerformanceSCHV has outperformed EFG, delivering a return of +10.0% compared to +4.9%
EFG vs SCHV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFG
$15B
SCHV
$15B
Expense Ratio
EFG
0.34%
Winner
SCHV
0.04%
Max Drawdown
EFG
59.71%
Winner
SCHV
37.08%
Sharpe Ratio
EFG
0.85
Winner
SCHV
1.98
5Y Beta
EFG
0.85
Winner
SCHV
0.70
P/E Ratio
EFG
N/A
SCHV
23.29
Forward P/E
EFG
N/A
SCHV
17.35
PEG Ratio
EFG
N/A
SCHV
0.38
5Y Dividends CAGR
Winner
EFG
21.47%
SCHV
1.19%
5Y EPS CAGR
EFG
N/A
SCHV
12.82%
Debt to Equity
EFG
N/A
SCHV
17.42%
P/S Ratio
EFG
N/A
SCHV
2.32
P/B Ratio
EFG
N/A
SCHV
3.40
EFG vs SCHV - Holdings Comparison
EFG and SCHV have 1 common holdings. Overlap is -0.03%
EFG's top 25 holdings weight is 38.12%. SCHV's top 25 holdings weight is 34.37%.
| Rank | EFG | SCHV |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 5.44% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.85% |
| #2 | ASTRAZENECA PLC (AZN:XLON) - 2.78% | JPMORGAN CHASE & CO (JPM) - 2.79% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.76% | MICRON TECHNOLOGY INC (MU) - 2.41% |
| #4 | SAP SE (n/a) - 1.73% | EXXON MOBIL CORP (XOM) - 2.16% |
| #5 | SCHNEIDER ELECTRIC SE (n/a) - 1.69% | WALMART INC (WMT) - 1.92% |
| #6 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.61% | JOHNSON & JOHNSON (JNJ) - 1.82% |
| #7 | ABB LTD (n/a) - 1.54% | INTEL CORP (INTC) - 1.70% |
| #8 | NOVO NORDISK AS CLASS B (n/a) - 1.37% | CATERPILLAR INC (CAT) - 1.41% |
| #9 | UBS GROUP AG REGISTERED SHARES (n/a) - 1.37% | CISCO SYSTEMS INC (CSCO) - 1.25% |
| #10 | HITACHI LTD (n/a) - 1.36% | ABBVIE INC (ABBV) - 1.22% |
| #11 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.34% | CHEVRON CORP (CVX) - 1.21% |
| #12 | ADVANTEST CORP (n/a) - 1.33% | BANK OF AMERICA CORP (BAC) - 1.18% |
| #13 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.32% | LAM RESEARCH CORP (LRCX) - 1.15% |
| #14 | TOKYO ELECTRON LTD (n/a) - 1.32% | PROCTER & GAMBLE CO (PG) - 1.13% |
| #15 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.29% | APPLIED MATERIALS INC (AMAT) - 1.09% |
| #16 | AIR LIQUIDE SA (n/a) - 1.21% | THE HOME DEPOT INC (HD) - 1.05% |
| #17 | AIRBUS SE (n/a) - 1.19% | ORACLE CORP (ORCL) - 1.05% |
| #18 | SAFRAN SA (n/a) - 1.11% | COCA-COLA CO (KO) - 1.02% |
| #19 | L'OREAL SA (n/a) - 1.01% | MERCK & CO INC (MRK) - 0.94% |
| #20 | n/a (n/a) - 1.00% | THE GOLDMAN SACHS GROUP INC (GS) - 0.92% |
| #21 | KEYENCE CORP (n/a) - 0.92% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.88% |
| #22 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.91% | TEXAS INSTRUMENTS INC (TXN) - 0.85% |
| #23 | FAST RETAILING CO LTD (n/a) - 0.86% | WELLS FARGO & CO (WFC) - 0.83% |
| #24 | INFINEON TECHNOLOGIES AG (n/a) - 0.85% | RTX CORP (RTX) - 0.78% |
| #25 | BAE SYSTEMS PLC (n/a) - 0.81% | MORGAN STANLEY (MS) - 0.76% |
| Total Holdings | 393 | 559 |
EFG vs SCHV - Historical Returns
Returns include dividend reinvestment.
1M
EFG
+2.57%
Winner
SCHV
+4.38%
3M
EFG
-1.00%
Winner
SCHV
+2.55%
6M
EFG
+6.31%
Winner
SCHV
+13.41%
1Y
EFG
+16.60%
Winner
SCHV
+25.39%
5Y(CAGR)
EFG
+4.91%
Winner
SCHV
+10.05%
10Y(CAGR)
EFG
+8.08%
Winner
SCHV
+11.32%
Max(CAGR)
EFG
+6.10%
Winner
SCHV
+11.48%
EFG vs SCHV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | EFG | SCHV |
|---|---|---|
| 2026 | +5.50% | +10.44% |
| 2025 | +21.02% | +16.38% |
| 2024 | +3.20% | +13.78% |
| 2023 | +16.74% | +9.05% |
| 2022 | -23.27% | -7.86% |
| 2021 | +10.16% | +27.33% |
| 2020 | +17.02% | +2.13% |
| 2019 | +28.17% | +25.73% |
| 2018 | -13.23% | -7.73% |
| 2017 | +28.68% | +15.74% |
| 2016 | -1.54% | +18.03% |
| 2015 | +3.93% | -1.24% |
| 2014 | -4.10% | +12.00% |
| 2013 | +19.68% | +27.74% |
| 2012 | +14.71% | +13.58% |
| 2011 | -13.55% | +2.37% |
| 2010 | +9.96% | +13.12% |
| 2009 | +22.85% | -0.36% |
| 2008 | -40.01% | N/A |
| 2007 | +14.32% | N/A |
| 2006 | +17.74% | N/A |
| 2005 | +10.98% | N/A |
EFG vs SCHV Drawdown Comparison
The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The current EFG drawdown is -1.52%.
| Rank | EFG | SCHV |
|---|---|---|
| #1 | -58.41% Oct 31, 2007 - May 1, 2014 | -37.08% Jan 17, 2020 - Dec 4, 2020 |
| #2 | -35.76% Sep 7, 2021 - May 19, 2025 | -19.77% Jan 4, 2022 - Jan 29, 2024 |
| #3 | -29.88% Jan 17, 2020 - Jul 22, 2020 | -18.42% Apr 29, 2011 - Feb 16, 2012 |
| #4 | -20.72% Jan 26, 2018 - Nov 1, 2019 | -17.71% Sep 21, 2018 - Apr 16, 2019 |
| #5 | -18.90% May 21, 2015 - May 2, 2017 | -15.26% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -16.38% May 9, 2006 - Nov 30, 2006 | -14.49% Apr 23, 2010 - Nov 4, 2010 |
| #7 | -13.53% Jul 3, 2014 - Apr 23, 2015 | -13.00% May 21, 2015 - Apr 13, 2016 |
| #8 | -12.78% Feb 25, 2026 - Mar 27, 2026 | -10.60% Jan 26, 2018 - Sep 20, 2018 |
| #9 | -12.13% Jul 12, 2007 - Sep 27, 2007 | -9.13% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -7.80% Feb 16, 2021 - Apr 15, 2021 | -7.62% Jan 19, 2010 - Mar 11, 2010 |
| #11 | -7.72% Feb 26, 2007 - Mar 21, 2007 | -7.34% Sep 19, 2014 - Nov 5, 2014 |
| #12 | -7.08% Oct 12, 2020 - Nov 5, 2020 | -7.16% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -6.95% Oct 27, 2025 - Jan 5, 2026 | -6.83% Feb 26, 2026 - Apr 23, 2026 |
| #14 | -5.44% Jul 23, 2025 - Sep 11, 2025 | -6.58% Apr 30, 2019 - Jun 20, 2019 |
| #15 | -5.20% Sep 29, 2005 - Dec 1, 2005 | -6.54% Jul 26, 2019 - Sep 12, 2019 |
Correlation
Correlation between EFG and SCHV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2005 - 2026)
EFG vs SCHV dividend yield comparison.
| Year | EFG | SCHV |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 2.53% | 2.02% |
| 2024 | 1.64% | 2.25% |
| 2023 | 1.63% | 2.42% |
| 2022 | 1.27% | 2.37% |
| 2021 | 1.54% | 1.93% |
| 2020 | 0.85% | 3.03% |
| 2019 | 1.69% | 3.02% |
| 2018 | 1.98% | 3.05% |
| 2017 | 1.56% | 2.37% |
| 2016 | 2.20% | 2.65% |
| 2015 | 1.75% | 2.69% |
| 2014 | 2.34% | 2.38% |
| 2013 | 1.86% | 2.18% |
| 2012 | 2.29% | 2.92% |
| 2011 | 2.48% | 2.61% |
| 2010 | 1.78% | 2.30% |
| 2009 | 2.09% | 0.16% |
| 2008 | 2.91% | 0.00% |
| 2007 | 0.94% | 0.00% |
| 2006 | 1.01% | 0.00% |
| 2005 | 0.41% | 0.00% |
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